Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares
EQC.PRD
EQC.PRD was delisted on the 2nd of December, 2024.
34 hedge funds and large institutions have $39.1M invested in Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 3 closing their positions.
5% more capital invested
Capital invested by funds: $37.2M → $39.1M (+$1.93M)
0% more funds holding
Funds holding: 34 → 34 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
+$1.24M |
| 2 |
BlackRock
New York
|
+$867K |
| 3 |
BHWM
Bar Harbor Wealth Management
Concord,
New Hampshire
|
+$516K |
| 4 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$485K |
| 5 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$126K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$507K |
| 2 |
Morgan Stanley
New York
|
-$370K |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$325K |
| 4 |
EIA
Edgemoor Investment Advisors
Bethesda,
Maryland
|
-$249K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$204K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $50.6K | -$49.3K | -1,956 | -50% |
|
|
EWM
27
Evermay Wealth Management
Arlington,
Virginia
| $49.3K | +$14K | +556 | +40% |
|
|
CAL
28
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $25K | – | – | – |
|
|
NA
29
NewEdge Advisors
New Orleans,
Louisiana
| $24.4K | +$24.2K | +960 | New |
|
|
TPCW
30
TD Private Client Wealth
New York
| $23.1K | +$3.9K | +155 | +21% |
|
|
PA
31
Parallel Advisors
San Francisco,
California
| $18.1K | – | – | – |
|
32
JP Morgan Chase
New York
| $12.7K | – | – | – |
|
|
SWM
33
Spire Wealth Management
Mclean,
Virginia
| $12.7K | – | – | – |
|
|
KA
34
Kozak & Associates
Highlands Ranch,
Colorado
| $7.54K | – | – | – |
|
|
N
35
Nuveen
Charlotte,
North Carolina
| $6.84K | – | – | – |
|
36
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | +$2.52K | +100 | New |
|
|
UCFA
37
United Capital Financial Advisors
Irving,
Texas
| – | -$325K | -13,000 | Closed |
|
|
ST
38
Sageworth Trust
Lancaster,
Pennsylvania
| – | -$42.5K | -1,700 | Closed |
|
|
HNB
39
Huntington National Bank
Columbus,
Ohio
| – | -$2.27K | -91 | Closed |
|
EQC.PRD Hedge Fund Activity: Q2 2023 in Review
34 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares (EQC.PRD) for Q2 2023, worth a combined $39.1M — up 5.2% from $37.2M a quarter earlier.
Fund positioning in EQC.PRD was balanced in Q2 2023: 3 funds opened new positions, 3 closed out, 9 added to existing stakes and 10 trimmed.
The largest buyer was Uniplan Investment Counsel, adding an estimated $1.24M. The largest seller was Brookfield Corp, cutting an estimated $507K.
- 34 institutional investors held Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares (EQC.PRD) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $39.1M of Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares stock for Q2 2023, up 5.2% quarter-over-quarter.
- 3 funds opened new Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares positions in Q2 2023 and 3 closed out, a net change of 0 holders.
- The largest Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares buyer in Q2 2023 was Uniplan Investment Counsel, an estimated $1.24M added.
- The largest Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares seller in Q2 2023 was Brookfield Corp, an estimated $507K sold.
Based on aggregated 13F filings for Q2 2023.